8.2.1.1 Once you have
logged in to RTOmanager, click offers. By default you will go to the
offer manage page as shown in 8.2.1a.
Figure 8.2.1a
8.2.2
Click Search as shown in figure above. By default a list of all
applications currently not converted to student appears in the list as shown in
figure 8.2.1b
Figure 8.2.1b
8.2.3
Please note that the status of some application may be
different than the other such as offered, New Application Request,
Converted Lead, as shown in figure 8.2.1b. The application with status New
Application is the application which has just been lodged and not approved.
The application with status offered is approved. The application with
status pending is the application awaiting decision for approval due to
reasons like in adequate documents.
8.2.4
Click �icon
as highlighted in red box above in figure 8.2.1b to view/edit the application.
This will open up another page as shown in figure 8.2.1c.
Figure 8.2.1c
8.2.5
For any changes required, you can click �icon
as shown and indicated by the red arrow on the right hand side in figure 8.2.1c
to edit each section (Application Profile, student address list etc) if
required and then save after editing.
8.2.6
You can also add new course to the same application by clicking �icon
in figure 8.2.1c.� Enter all the details of the new course and click Add New
to add the new course to your application.
8.2.7
This icon
as shown above in figure 8.2.1c allows you to view any documents that the
student has uploaded e.g. certificates, resume etc.
8.2.8
This �icon
as shown above in figure 8.2.1c. Once you click this icon you will be taken to
the page as seen below in figure 8.2.1d. This allows you to tick off, approve
and add comments for documents. You can also upload on the students behalf
documents if they provided them after they have applied or have only provided
them as a hard copy and not as a digital copy e.g. drivers license � simply
scan the drivers license and you can upload the file/document in this section
for recording keeping. (This section must be setup in the 4.1.6.1 section:
�Admin>RTOmanager Setup>Offer Document Checklist)
Figure 8.2.1d
8.2.9
This �icon
as shown above in figure 8.2.1c. Once you click this icon you will be taken to
the page as seen below in figure 8.2.1e. This allows you to add notes/comments
In the students diary.
Figure 8.2.1e
8.2.10 This
�icon
as shown above in figure 8.2.1c. Once you click this icon you will be taken to
the page as seen below in figure 8.2.1f. This allows you to send an email to
the student, agent or both.
Figure 8.1.2f
8.2.11 This
�icon
as shown above in figure 8.2.1c will simply close the current page �View/Edit
this application detail.
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